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Metalogix Archive Manager for Exchange 8.5 - Administration Guide

Introduction About the Administration Center Tools, Options and Settings Manager view Status view Archive view Post Processing Advanced Search Appendix

Settings tab

On the Settings tab in Manager view you may specify additional useful settings. We will describe what the upper and lower limit values are used for, etc.

·Threshold settings

·Clients Permissions

·Group level retention

·Shortcut templates

·Shortcut template assignment

·Archive size report

·Notification settings


Threshold settings

On this tab it is possible to define mailboxes for which the Threshold job should run (see "Threshold job”). The threshold functionality allows the administrator to control the size of the mailboxes in the Microsoft Exchange Server and to prevent them from overflowing. (The limit defined for a mailbox in MS Microsoft Exchange Server can be processed by Archive Manager as well).

The administrator can set the Lower and Upper limit. Upper and Lower values are percentages from the total mailbox limit allocated to a mailbox/group on the MS Microsoft Exchange Server. These two values are closely associated with Threshold job, which actually does the "cleaning up” of the Microsoft Exchange message store. When the Upper value is reached for a specific mailbox/group, then archiving via Threshold job can "free up” some space on the MS Microsoft Exchange Server until the Lower value is reached for the respective mailbox/group.

Example: The mailbox has a limit of 100 MB (defined in MS Microsoft Exchange Server). The administrator defines the threshold values 50/90. If the mailbox size reaches 90% of the limit (90 MB), the Threshold job will archive the mailbox until the size of the mailbox drops under 50% of the limit (50 MB). The threshold job archives the oldest messages first (default settings). The order of the messages can be modified using the scheduler service config key ("ThresholdSortBy”) in <installdir>\ Metalogix\MAM4Exchange\ Services\ PamExSchedulerSv\ PamSchedulerSv.exe.config. The following values can be used:

·Order by last modification date (ascending, i.e. oldest first) [value = "0”]

·Order by received date (ascending) [value = "1”]

·Order by size (descending, i.e. biggest first) [value = "2”]


NOTE: After config file modification services must be restarted.

Further, it is possible to exclude specific messages from threshold processing. The Threshold job will archive the mailboxes but it will filter out specific messages based on your configuration. Available filtering for Threshold job:

·Filtering by message size

·Filtering by age

·Filtering by folder

·Filtering by message class

This filtering can be also configured using the scheduler service config keys in <installdir>\ Metalogix\MAM4Exchange\ Services\ PamExSchedulerSv\ PamSchedulerSv.exe.config. For more information see the following table:


Config key

Default value


By message size



Minimum size (in KB) of the email which can be included in the threshold processing. All emails smaller than the defined size are not archived.

By age



If value > 0, messages which are younger than x days are excluded from processing.

By folder



Semicolon separated list of exclude folders defined for threshold job; the syntax is the same as in case of group exclude folders.

By message class



Semicolon separated list of include message classes for the threshold job.

The mailbox limit in Microsoft Exchange Server can be defined on two levels: on the mailbox level and on the Information Store level. For Archive Manager the mailbox limit has a higher priority than the Information Store limit. These limits are read from Microsoft Exchange Server and can be checked in Address Book Manager (Tools > Address Book Manager > click the Mailbox node > double-click the desired mailbox > in Properties window switch to the Others tab).

Adding a group/mailbox onto the Threshold tab

To add a group/mailbox to the Threshold tab:

1.In Manager view, click on the Settings tab.

2.Click Threshold settings.

3.Right-click inside the right pane and then select Add group or Add mailbox from the context menu.

m-threshold 1

4.In the Select mailbox or group window enter the name of the desired group/mailbox in the text box or select the group/mailbox from the list. Then click OK.

m-threshold 2

5.The respective group/mailbox will now appear on the Threshold tab.

As a next step you need to set the mailbox size limit as well as Upper and Lower values to that group/mailbox.

Setting the mailbox size limit, as well as Upper and Lower values

By setting size limitations for a group/mailbox you actually allocate space on the MS Microsoft Exchange message store for the desired group/mailbox.

Upon adding a group/mailbox onto the Threshold settings tab you should specify their maximal size limit, as well as Upper and Lower values. Whenever the Threshold job (see the section "Threshold job”) starts running it looks for mailboxes and groups having been specified on the Threshold settings tab, and starts archiving the content of those which have reached their Upper value, and keeps archiving until the Lower value has been reached.

To set size limitations for a group/mailbox:

1.In Manager view, click on the Settings tab

2.Click on the Threshold settings tab.

3.Right-click the desired group/mailbox in the list and then, in the context menu, select Properties. The Properties window opens.

4.In the Properties window enter your specifications for Manually defined limit. This will be the maximal space that every mailbox of the group (or the given mailbox) will occupy in the MS Microsoft Exchange Server. Should you want to use a value different from the limit defined in Active Directory, check the Always use the manually set limit instead of the mailbox limit check box. If this check box is not checked, the Active Directory limit will be used instead of the here defined value.

Enter your specifications for Lower limit and Upper limit as well.


NOTE: Make use of the Find mailbox limit link to display the limit set in the Active Directory for the selected mailbox.

If you want those settings to be applied to any subgroup of a group, select the Apply the settings recursively for group member check box. In that case your settings will be applied to its subgroups.

In the Retention category down-drop box you can select the retention category to be used for archiving. Otherwise the retention category of the Threshold job (see the section "Threshold job”) will be used as default.

Click Apply and then OK.

m-threshold 3

Group Properties window

Mailbox Properties window

5.Click OK and verify the settings in the Threshold tab.

m-threshold 4

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